Brian Geary
Managing Director, Director of Wealth - Buffalo
- Role
- Director at Fairport Wealth
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Director
Oct 2022 — Present · Buffalo, NY, US
Education
Canisius College
Accounting
1991 — 1995
Skills
- Asset Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Retirement Planning
- Pensions
- Wealth Management
- Financial Analysis
- Estate Planning
- Investment Strategies
- Alternative Investments
- Finance
- Portfolio Management
- Investment Advisory
- Independent Investment Management Consulting
- Series 7
- High Level Detailed Personal Financial Planning
- Investments
- Due Diligence
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